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Wellington Management · 3 weeks ago

Multi Asset Portfolio Analyst

Boston, MA, United States

Full-time

Hybrid

Mid Level

$90K/yr - $180K/yr

3+ years exp

Wellington Management is a comprehensive investment management firm offering solutions tailored to institutional clients. They are seeking a Portfolio Analyst to support Investment Strategy and Multi-Asset Boutique portfolio management activities, which includes interacting with Portfolio Managers and Traders, monitoring cash and portfolio exposures, and providing value-added contributions to investment teams.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Interacting closely with Portfolio Managers and Traders to ensure timely and accurate execution of investment strategies across client portfolios

Monitoring cash and equitization, analyzing portfolio exposures, dispersion monitoring and account transition events

Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines

Monitoring positions and verifying that transactions are consistent with investors intent and client and regulatory guidelines

Interacting with many areas of the firm to improve processes and minimize operational risk

Provide additional value-added contributions to investment teams such as risk analysis, detailed portfolio data reporting and analysis, exposure tracking, and custom portfolio management

Partner with Investment Implementation Technology on the development of and enhancements to investment implementation and monitoring tools

Qualification

Investment management experienceMulti-asset capital marketsPython programmingCFA certificationBloomberg familiarityFactSet familiarityAnalytical skillsInterpersonal skillsAttention to detailTeam collaborationWork under pressure

Required

A minimum of 3-5 years in the investment management business, with trading, portfolio analysis and/or investment operations/administration experience preferred

Strong academic credentials. An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favorably

Demonstrated strong understanding of, and interest in, multi-asset capital markets and investing in global securities, including equities, bonds, currency, hedging, leverage and derivatives

The ability to work independently and to contribute as part of a team, with a strict attention to detail

Strong interpersonal skills to interact effectively with investment and other business professionals around the firm

Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset

Ability to work well under pressure and prioritize tasks

Proficient programming skills in Python and familiarity with trading systems, Bloomberg, FactSet, and/or investment risk systems is a plus

Benefits

Discretionary Corporate Bonus and/ or Incentives

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Company

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

H1B Sponsorship

Wellington Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (79)

2024 (52)

2023 (62)

2022 (91)

2021 (82)

2020 (62)